Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,170 | $86,655+112.5% | $119,622+54.0% | $66,938+175.1% |
| Participation rate | 91.1% | 75.6%+15.5pp | 79.3%+11.8pp | 69.8%+21.3pp |
| Annual return | -17.10% | -8.00%-9.1pp | -14.98%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,214 | $2,536-12.7% | $4,232-47.7% | $2,545-13.0% |
| Participant deferral / active EE | $8,964 | $4,358+105.7% | $5,601+60.1% | $4,238+111.5% |
| Admin fee / account holder | $5 | $755-99.3% | $10,328-100.0% | $594-99.1% |